Broadridge
458 hedge funds and large institutions have $5.46B invested in Broadridge in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 34 closing their positions.
135% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 34
22% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 138
11% more funds holding
Funds holding: 414 → 458 (+44)
0.52% less ownership
Funds ownership: 86.41% → 85.89% (-0.52%)
2% less call options, than puts
Call options by funds: $2.89M | Put options by funds: $2.96M
3% less capital invested
Capital invested by funds: $5.64B → $5.46B (-$183M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$57.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$41.5M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
+$33.1M |
| 4 |
Morgan Stanley
New York
|
+$24.7M |
| 5 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$214M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$112M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$43.2M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$40M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$39.2M |
BR Hedge Fund Activity: Q4 2015 in Review
458 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2015, worth a combined $5.46B — down 3.2% from $5.64B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new BR positions and 34 closed out — a net gain of 46 holders — while 168 added to existing stakes and 138 trimmed.
The largest buyer was Wells Fargo, adding an estimated $57.4M. The largest seller was UBS Group, cutting an estimated $214M.
- 458 institutional investors held Broadridge (BR) as of Q4 2015, up from 414 in Q3 2015.
- Funds reported $5.46B of Broadridge stock for Q4 2015, down 3.2% quarter-over-quarter.
- 80 funds opened new Broadridge positions in Q4 2015 and 34 closed out, a net change of +46 holders.
- The largest Broadridge buyer in Q4 2015 was Wells Fargo, an estimated $57.4M added.
- The largest Broadridge seller in Q4 2015 was UBS Group, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2015.